Purchases and Sales Made in Q1 2023 in Spdr S&P Kensho New Economies (KOMP)

KOMP Quotes by TradingView

This table provides information about the institutional ownership of Spdr S&P Kensho New Economies (KOMP) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P KENSHO NEW ECONOMIES .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.08M
+ 3.68%
$42.3M - $49.9M
30.4M $1.59B
May 01, 2023 Q1 2023
Marquette Asset Management, LLC

BUY
 -
91K
+ 43.36%
$3.57M - $4.21M
301K $15.8M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
76.9K
+ 53.78%
$3.02M - $3.56M
220K $11.5M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
76.7K
+ 7.88%
$3.01M - $3.55M
1.05M $55.1M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
47.4K
+ 709.94%
$1.86M - $2.19M
54K $2.84M
Apr 18, 2023 Q1 2023
Financial Guidance Group, Inc.

BUY
 -
26.5K
+ 83.19%
$1.04M - $1.23M
58.3K $3.06M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
17.1K
+ 39816.28%
$672K - $793K
17.2K $901K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
14.4K
+ 20.34%
$564K - $665K
85K $4.46M
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
13.9K
+ 35.5%
$544K - $642K
52.9K $2.78M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
12.7K
+ 78.27%
$500K - $590K
29K $1.52M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
7.17K
+ 10.86%
$282K - $332K
73.2K $3.84M
Apr 14, 2023 Q1 2023
Heartwood Wealth Advisors LLC

BUY
 -
6.88K
+ 2.5%
$270K - $318K
282K $14.8M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
6.35K
+ 7.61%
$249K - $294K
89.8K $4.71M
May 15, 2023 Q1 2023
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
6.3K
+ 11.06%
$247K - $292K
63.3K $3.32M
May 04, 2023 Q1 2023
Andesa Financial Management Inc.

BUY
 -
6.05K
+ 100.0%
$237K - $280K
12.1K $635K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
5.48K
New
$215K - $254K
5.48K $288K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.39K
+ 31.38%
$211K - $249K
22.5K $1.18M
May 08, 2023 Q1 2023
Rpg Investment Advisory, LLC

BUY
 -
5.11K
New
$200K - $237K
5.11K $268K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
5.07K
New
$199K - $235K
5.07K $266K
May 01, 2023 Q1 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
4.05K
+ 8.22%
$159K - $188K
53.3K $2.8M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
3.29K
+ 1.69%
$129K - $152K
198K $10.4M
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
2.84K
+ 17.53%
$111K - $131K
19K $999K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.83K
+ 133.87%
$111K - $131K
4.94K $260K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.68K
+ 11.63%
$105K - $124K
25.7K $1.35M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
2.63K
+ 8.43%
$103K - $122K
33.8K $1.78M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.45K
+ 4.6%
$96K - $113K
55.6K $2.92M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.31K
+ 1.61%
$90.5K - $107K
146K $7.66M
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
1.88K
+ 9.98%
$73.9K - $87.3K
20.8K $1.09M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
1.71K
+ 642.48%
$67.1K - $79.2K
1.98K $104K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
1.65K
+ 6.34%
$64.8K - $76.4K
27.7K $1.45M
Apr 28, 2023 Q1 2023
Penobscot Wealth Management

BUY
 -
1.41K
+ 3.59%
$55.2K - $65.2K
40.6K $2.13M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.27K
+ 5513.04%
$49.8K - $58.7K
1.29K $67.8K
May 15, 2023 Q1 2023
Gyl Financial Synergies, LLC

BUY
 -
1.18K
+ 17.29%
$46.4K - $54.8K
8.03K $421K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.01K
+ 2.49%
$39.4K - $46.6K
41.3K $2.17M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
835
+ 5.25%
$32.8K - $38.7K
16.7K $879K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
612
New
$24K - $28.3K
612 $32.1K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
592
New
$23.2K - $27.4K
592 $31.1K
Apr 24, 2023 Q1 2023
Nova Point Capital, LLC

BUY
 -
564
+ 0.67%
$22.1K - $26.1K
84.6K $4.44M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
505
New
$19.8K - $23.4K
505 $26.5K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
445
+ 7.71%
$17.5K - $20.6K
6.21K $326K
May 09, 2023 Q1 2023
Arq Wealth Advisors, LLC

BUY
 -
362
+ 5.46%
$14.2K - $16.8K
6.99K $367K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
361
New
$14.2K - $16.7K
361 $19K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
361
New
$14.2K - $16.7K
361 $19K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
293
+ 2.79%
$11.5K - $13.6K
10.8K $567K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
263
+ 0.27%
$10.3K - $12.2K
96.7K $5.08M
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
202
+ 2.56%
$7.93K - $9.36K
8.1K $425K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
134
+ 134.0%
$5.26K - $6.21K
234 $12.3K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
111
New
$4.36K - $5.14K
111 $5.83K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
91
New
$3.57K - $4.22K
91 $4.78K

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